+25.0%
MUR vs VT
+13.0%
+11.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -1.5% |
| 7D | -14.0% | +0.4% | -14.3% | -13.3% |
| 30D | -10.7% | -2.6% | -8.1% | -12.3% |
| 3M | +4.6% | -3.2% | +7.8% | +2.4% |
| 6M | -4.8% | +0.9% | -5.7% | -2.6% |
| YTD | +13.8% | +11.3% | +2.5% | +24.6% |
| All | +25.0% | +13.0% | +11.9% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling